Daniel Perkins profile photo
5.00
1 Review

Daniel Perkins

True North Wealth

Gold
23 Yrs Experience
Chatswood, NSW 2067

I have over 17 years’ experience as a financial planner and provide comprehensive financial advice to help my clients build and protect their wealth. I take time to understand my clients and use my experience and knowledge to help them achieve their goals.

I am the Principal/Senior Financial Planner of NAB Financial Planning Chatswood Pty Ltd.

I am a Certified Financial Planner (CFP) with the Financial Planning Association and an accredited Adviser with the SMSF Association (SSA). I have also completed a Masters of Business Administration (MBA)

I can be contacted at daniel.perkins@nabfpadvice.com.au or 0414574557

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

True North Wealth

Suite 3, Level 4, North Tower 1, 5 Railway Street
Chatswood, NSW 2067

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323